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Account-Based Marketing –
Target: Strategies to Identify Key Accounts
Joe Paone
Sr. Manager,
SMB Marketing
Renaud Bizet
Sr. Director, Global
Marketing Operations
• This webinar is being recorded! Slides and recording will be sent to
you after the webinar concludes.
• Have a question? Use the chat box and I’ll get to your questions
after the webinar.
• Posting to social? Use our hashtag - #mktgnation
• There is a brief survey after the webinar
Housekeeping
Proprietary & Confidential
Marketo.com/Resources
Proprietary & Confidential
A targeted approach to finding, engaging, closing, and growing the
accounts that matter for B2B organizations.
Account-based marketing means selecting target accounts and
delivering focused and personalized programs, messages and
content to them to move them toward your goal—whether that’s an
initial sale, cross-sale or upsell, renewal of their contract, or even
advocacy.
What is Account-Based Marketing?
Proprietary & Confidential
Transition from Broad Reach
Broad-Reach Marketing
(Inbound)
Account Based Marketing
(Outbound)
Proprietary & Confidential
Coordinate and Collaborate
ABM Essentials
Target Engage Measure
Proprietary & Confidential
Account Selection Process
Proprietary & Confidential
Different Approaches
Proprietary & Confidential
Account Selection Process
Top 20 Tier 1 Tier 2
Number of accounts 20 ~1,000 ~1,000
Selection criteria • Sales leadership to provide
• Account score = 100
• Filtered out some
industries: e.g. Real
Estate, Non-profit, etc.
• Accounts from Sales to be
added to this tier
• Each rep to pick 20 accounts
Use predictive account score AND
rep knowledge to select accounts
• Tiers for target accounts
• Accounts will be locked for 6
months
Proprietary & Confidential
Types of programs Programs
Target Account List Size
Top 20 Tier 1 Tier 2
Web personalization
Web personalization for individual
accounts
Yes No No
Web personalization based on
attributes (e.g. industries)
Yes Yes Yes
Direct mail
Low value direct mail Yes Yes Yes
High value direct mail Yes Yes No
In person programs / events
Lunch & Learn Yes No No
Industry/Tradeshows/Field Yes Yes Yes
Onsites Yes No No
Database emails
Targeted emails customized to
accounts
Yes No No
Mass database sends Yes Yes Yes
Online advertising Digital advertising Yes Yes Yes
Content Syndication
Targeted content syndication for sales
ready leads
Yes Yes No
Mass content syndication for new
names
Yes Yes Yes
Sales outreach
Calling campaigns Yes Yes No
Opt-in campaigns Yes Yes No
Webinars/Virtual events
Target account webinars Yes No No
Mass webinars Yes Yes Yes
Appointment setting Target account appointment setting Yes Yes No
Contact discovery programs
Opt-in program Yes Yes No
Name discovery Yes Yes No
Proprietary & Confidential
ICP: Define Your Ideal Customer Profile
High
Yield
Product
Fit
Strategic
Importance
Competitors’
Customers
Proprietary & Confidential
How to Pick The Right Target Accounts
ICP
Whitespace
Sales Input
GTM
Data
Quality
Territory
Planning
Strategic
Goals
Predictive
Modeling
Proprietary & Confidential
How to Build your Account Scoring Model
Historical Data
- Win rate
- Deal Size
- Etc.
Firmographic Data
- Annual Revenue
- Employee Size
- Etc.
4K+ Signals
- Social Media Activity
- Funding
- Etc.
Proprietary & Confidential
How to Build your Account Scoring Model
Proprietary & Confidential
SMB NoAm Account Scoring Model
Proprietary & Confidential
SMB NoAm Account Scoring Model
North America SMBs
Score % of Accounts % of Revenue Lift Average Pos $ in Bucket
A 95+ 10% 52% 7.2 X $31,586
B 75-95 19% 28% 0.5 X $18,606
C 50-75 23% 10% 0.1 X $15,098
D 0-50 48% 10% 0 X $14,794
If you focus on grade A accounts, your likelihood to close
a deal is 7X over current baseline
Proprietary & Confidential
Leverage Account Identification Tools
Account Data: Niche Solution:
Ex. Competitive Data:
Account Scoring:
etc.etc.etc.
Proprietary & Confidential
What Success Looks Like
Proprietary & Confidential
‒ Different methodologies can be used to select your target accounts that
should map back to your end goal
‒ Make sure you have operational readiness to support the strategy
‒ Consider different data point that are most relevant to your business when
selecting accounts
‒ Set clear expectations with Sales to get buy-in and ensure alignment
‒ A data driven predictive score/account score can help you prioritize accounts
‒ Whichever methodologies you leverage, a tiered approach may also help with
prioritization
Lessons Learned
Proprietary & Confidential
Thank you!
Questions?

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Target: Strategies to Identify Key Accounts

  • 1. Account-Based Marketing – Target: Strategies to Identify Key Accounts Joe Paone Sr. Manager, SMB Marketing Renaud Bizet Sr. Director, Global Marketing Operations
  • 2. • This webinar is being recorded! Slides and recording will be sent to you after the webinar concludes. • Have a question? Use the chat box and I’ll get to your questions after the webinar. • Posting to social? Use our hashtag - #mktgnation • There is a brief survey after the webinar Housekeeping Proprietary & Confidential
  • 4. A targeted approach to finding, engaging, closing, and growing the accounts that matter for B2B organizations. Account-based marketing means selecting target accounts and delivering focused and personalized programs, messages and content to them to move them toward your goal—whether that’s an initial sale, cross-sale or upsell, renewal of their contract, or even advocacy. What is Account-Based Marketing? Proprietary & Confidential
  • 5. Transition from Broad Reach Broad-Reach Marketing (Inbound) Account Based Marketing (Outbound) Proprietary & Confidential
  • 6. Coordinate and Collaborate ABM Essentials Target Engage Measure Proprietary & Confidential
  • 9. Account Selection Process Top 20 Tier 1 Tier 2 Number of accounts 20 ~1,000 ~1,000 Selection criteria • Sales leadership to provide • Account score = 100 • Filtered out some industries: e.g. Real Estate, Non-profit, etc. • Accounts from Sales to be added to this tier • Each rep to pick 20 accounts Use predictive account score AND rep knowledge to select accounts • Tiers for target accounts • Accounts will be locked for 6 months Proprietary & Confidential
  • 10. Types of programs Programs Target Account List Size Top 20 Tier 1 Tier 2 Web personalization Web personalization for individual accounts Yes No No Web personalization based on attributes (e.g. industries) Yes Yes Yes Direct mail Low value direct mail Yes Yes Yes High value direct mail Yes Yes No In person programs / events Lunch & Learn Yes No No Industry/Tradeshows/Field Yes Yes Yes Onsites Yes No No Database emails Targeted emails customized to accounts Yes No No Mass database sends Yes Yes Yes Online advertising Digital advertising Yes Yes Yes Content Syndication Targeted content syndication for sales ready leads Yes Yes No Mass content syndication for new names Yes Yes Yes Sales outreach Calling campaigns Yes Yes No Opt-in campaigns Yes Yes No Webinars/Virtual events Target account webinars Yes No No Mass webinars Yes Yes Yes Appointment setting Target account appointment setting Yes Yes No Contact discovery programs Opt-in program Yes Yes No Name discovery Yes Yes No Proprietary & Confidential
  • 11. ICP: Define Your Ideal Customer Profile High Yield Product Fit Strategic Importance Competitors’ Customers Proprietary & Confidential
  • 12. How to Pick The Right Target Accounts ICP Whitespace Sales Input GTM Data Quality Territory Planning Strategic Goals Predictive Modeling Proprietary & Confidential
  • 13. How to Build your Account Scoring Model Historical Data - Win rate - Deal Size - Etc. Firmographic Data - Annual Revenue - Employee Size - Etc. 4K+ Signals - Social Media Activity - Funding - Etc. Proprietary & Confidential
  • 14. How to Build your Account Scoring Model Proprietary & Confidential
  • 15. SMB NoAm Account Scoring Model Proprietary & Confidential
  • 16. SMB NoAm Account Scoring Model North America SMBs Score % of Accounts % of Revenue Lift Average Pos $ in Bucket A 95+ 10% 52% 7.2 X $31,586 B 75-95 19% 28% 0.5 X $18,606 C 50-75 23% 10% 0.1 X $15,098 D 0-50 48% 10% 0 X $14,794 If you focus on grade A accounts, your likelihood to close a deal is 7X over current baseline Proprietary & Confidential
  • 17. Leverage Account Identification Tools Account Data: Niche Solution: Ex. Competitive Data: Account Scoring: etc.etc.etc. Proprietary & Confidential
  • 18. What Success Looks Like Proprietary & Confidential
  • 19. ‒ Different methodologies can be used to select your target accounts that should map back to your end goal ‒ Make sure you have operational readiness to support the strategy ‒ Consider different data point that are most relevant to your business when selecting accounts ‒ Set clear expectations with Sales to get buy-in and ensure alignment ‒ A data driven predictive score/account score can help you prioritize accounts ‒ Whichever methodologies you leverage, a tiered approach may also help with prioritization Lessons Learned Proprietary & Confidential